Every business will tell you they’re different. The private banks talk about their heritage and their global resources. Traditional stockbrokers will tell you how they can find you the best investments. And financial advisers shout about how they have more technical qualifications than everyone else. But there’s one thing they don’t like talking about…
We believe the traditional wealth management model is broken. It’s focussed on products, not what they can help you achieve. And it’s serving the needs of those selling these products, rather than those investing in them. Sure, you’ll want to know what to invest in. But will that mean you can spend more time with your family? Will it stop you worrying and make it easier to sleep at night? Will it help you enjoy the retirement you really want? We’ll have a relationship with you, not your money.
10 years ago, we made a decision to do things differently. To break the mould. To be the best at what we do. We scrapped the traditional model and created a new proposition. One that helps our clients achieve the things that matter most to them. What we’ve created is frighteningly simple but it works. We want our clients to make life count.
So where are we now, 10 years later? We’re one of the leading and fastest growing financial planning firms in the UK. We’ve won numerous awards and we’re a long way towards our ambition of being number one.
WHO WE WORK WITH
You may be a business owner, partner in a professional firm or a senior executive of a listed company seeking advice on the best way to structure your finances, manage your investments and mitigate tax.
You may be retired, going through a life transition, such as a divorce or bereavement, and need help.
Whatever your financial situation, we can offer a solution. If you have between £0.5m and £10m+ in investable assets (including pensions, investment portfolios and cash holdings) we can provide an impartial second opinion on your existing structure or a comprehensive financial plan, considering your BiggerPicture™.
We also work with Wealth Builders who do not currently meet the above criteria but are in a good position to grow their future wealth as part of a sound financial plan.
Please visit: www.cooperparrywealth.com